Schwab U.S. Aggregate Bond ETF $SCHZ Shares Acquired by Ascent Group LLC

Ascent Group LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 87.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 628,347 shares of the company’s stock after purchasing an additional 292,644 shares during the period. Ascent Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $14,684,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Rockbridge Investment Management LCC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 7.8% in the 3rd quarter. Rockbridge Investment Management LCC now owns 7,958,838 shares of the company’s stock worth $186,794,000 after buying an additional 575,958 shares in the last quarter. Ameriprise Financial Inc. increased its holdings in Schwab U.S. Aggregate Bond ETF by 1.3% during the 2nd quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock worth $173,387,000 after purchasing an additional 98,660 shares during the last quarter. Avantax Planning Partners Inc. increased its holdings in Schwab U.S. Aggregate Bond ETF by 2.8% during the 3rd quarter. Avantax Planning Partners Inc. now owns 7,183,067 shares of the company’s stock worth $168,587,000 after purchasing an additional 195,216 shares during the last quarter. Charles Schwab Trust Co raised its position in shares of Schwab U.S. Aggregate Bond ETF by 4.5% in the 4th quarter. Charles Schwab Trust Co now owns 6,215,188 shares of the company’s stock valued at $145,249,000 after purchasing an additional 268,364 shares in the last quarter. Finally, Financial Engines Advisors L.L.C. raised its position in shares of Schwab U.S. Aggregate Bond ETF by 10.7% in the 3rd quarter. Financial Engines Advisors L.L.C. now owns 5,427,583 shares of the company’s stock valued at $127,385,000 after purchasing an additional 524,573 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA SCHZ opened at $23.22 on Friday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.52 and a 12 month high of $23.73. The company’s fifty day moving average price is $23.39 and its two-hundred day moving average price is $23.44.

Schwab U.S. Aggregate Bond ETF Cuts Dividend

The firm also recently declared a monthly dividend, which was paid on Friday, March 6th. Stockholders of record on Monday, March 2nd were given a $0.0772 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 4.0%. The ex-dividend date was Monday, March 2nd.

Schwab U.S. Aggregate Bond ETF Profile

The Schwab U.S. Aggregate Bond ETF (SCHZ) is an exchange-traded fund that is based on the Bloomberg U.S. Aggregate Bond index. The fund tracks a broad index of U.S. investment grade fixed income securities, including corporate, government, and mortgage-backed securities. SCHZ was launched on Jul 14, 2011 and is managed by Charles Schwab.